Plan Snapshot
- Plan Sponsor: Air Wisconsin Airlines LLC
- Sponsor EIN: 391767281
- Sponsor Address: W6390 CHALLENGER DRIVE, SUITE 203, APPLETON, WI, 54914
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $25.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 148 | $25.5M | $266,675 | $999,574 |
| 2023 | 117 | $25.7M | $281,162 | $930,777 |
| 2022 | 112 | $26.0M | $277,946 | $885,150 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $70,368 | $37,359 | — | — | — |
| 2023 | $81,838 | $48,607 | — | — | — |
| 2022 | $85,767 | $46,420 | — | — | — |